Where they hold approval

Firms where this individual holds — or has held — an FCA-approved role.

  • True Potential Wealth Management LLP (no longer approved here)

    FRN 529810

    • [FCA CF] Client dealing (21 Feb 2022 to 21 Feb 2023)
    • [FCA CF] Functions requiring qualifications (21 Feb 2022 to 21 Feb 2023)
  • QUILTER FINANCIAL SERVICES LIMITED (no longer approved here)

    FRN 440703

    • Appointed representative dealing with clients for which they require qualification (9 Dec 2019 to 18 Mar 2022)
    • CF30 Customer (1 Nov 2007 to 18 Mar 2022)
    • CF21 Investment Adviser (11 Sep 2007 to 31 Oct 2007)
    • CF1 Director (AR) (1 Aug 2007 to 18 Mar 2022)
    • CF22 Investment Adviser (Trainee) (10 Jan 2007 to 11 Sep 2007)
    • CF4 Partner (AR) (10 Jan 2007 to 1 Aug 2007)
  • Quilter Mortgage Planning Limited (no longer approved here)

    FRN 440718

    • CF1 Director (AR) (1 Aug 2007 to 18 Mar 2022)
    • CF4 Partner (AR) (10 Jan 2007 to 1 Aug 2007)
  • Openwork Limited (no longer approved here)

    FRN 408285

    • CF21 Investment Adviser (1 Jun 2005 to 18 Jan 2007)
    • CF4 Partner (AR) (1 Jun 2005 to 18 Jan 2007)
  • Mills, Osborn, Meares Partnership Ltd (no longer approved here)

    FRN 211588

    • (4)Employed By (14 May 2002 to 21 Jan 2009)

Recent activity

Updates to this individual's record on the FCA register.

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